PolicyPro® From Policy to Sign-off ™
A·bout
What is PolicyPro®
PolicyPro® is the complete online policy management service based on Canada’s best source for current model policies, procedures and forms. PolicyPro® gives you the tools you need to create and update policies and includes a system for distributing policies to staff and tracking that they have read and understood them
PolicyPro® is the only policy management solution that does it all, from Policy to Sign-Off™, in one secure centralized cloud application.
Es·sen·tial
Why do I need policies?
In the current work environment, organizations may face rising claims related to fraud, wrongful dismissal, harassment, privacy breach, etc. The first question lawyers, courts and tribunals will ask is, “Where are your policies and can you prove they have been read and understood by your employees?”
To minimize your liability and ensure due diligence, it is essential to have up to date workplace policies that meet compliance requirements and best practices.
Policies are not only important for compliance. They are a best practice for the efficient operation of your organization. For example:
- onboarding new employees
- consistent application of rules
- roadmap for the operation of the organization
- guidance for decision-making
- minimizes risk with robust internal controls
- and much more
Start your free 30-day trial of PolicyPro®
No credit card, no obligation!
See how quick and easy it is to put in place the policies required by law and best practice.
PolicyPro® Features
In addition to the comprehensive compliance and best practice content included with PolicyPro®, the secure Canadian-based cloud platform offers numerous essential features to help you meet your duty-of-care obligations.
Con·trol
Policy management
Within the online platform, you can easily streamline many policy management tasks. For example:
- Add policies from the First Reference policy databases
- Access model policy databases for every department
- Upload your own existing policy and procedure documents
- Modify any document using Microsoft Word®️
- Automatically insert your company name into policies and procedures
- Stay up to date on current laws with policies that are continuously updated
- Find out about updates and upcoming changes in the weekly newsletter
- Create, update and archive policies with the document management system
- Set up online accounts for each employee to access and read assigned policies and bulletin board messages
- Distribute policies and assign quizzes and video training to employees
Read·ers
Reader management
PolicyPro’s reader module, which is central to informing and training staff and performing your due diligence, allows you to:
- Add and remove any employee or person who needs to read your policies and procedures
- Assign specific policies and training videos to different groups of readers
- Distribute policies and procedures online to staff and contractors
- Let readers access policies and training videos at work or remotely from their own personal accounts
- Quiz staff on the contents of the policy and procedures to ensure they have read and understood them
- Track when readers have read and acknowledged the assigned policies
- Produce sign-off reports for internal and external audits
- Find out what changes have been made to policies
Bul·le·tin
Dashboard
The bulletin board is a simple but powerful feature that allows you to post notifications to individual readers and groups. For example, you could notify employees of:
- New policies to read and sign-off on
- Changes to policies
- Corporate events
- Other required documents that need completing
- Occupational Health and Safety information
- Holidays and closures
- Benefits plan updates
- Where to find more information
- Other workplace notices
News·let·ter
How does PolicyPro® keep me up to date?
Our editors and legal reviewers are constantly following developments in law and best practice and providing you with that collected knowledge in updated policies.
When a relevant law, regulation, or best practice changes, we update the related policy, procedure, and commentary as soon as possible and notify users through the weekly Inside Policies e-newsletter.
You always know when a policy needs to be updated or added. You will never be caught off-guard and can be confident that your policy manual meets the latest compliance requirements.
PolicyPro is hosted in Canada!
Take a trial and learn how easy policy development and updating can be
No credit card, no obligation!
Start your trial today and see how quick and easy it is to put in place the policies required by law and best practice.
What topics does PolicyPro® cover?
PolicyPro® is available for Human Resources, Finance, Information Technology, Accessibility, Not-for-Profit, Corporate Governance, and Operations and Marketing.
Human Resources PolicyPro®
HRPP offers a comprehensive library of HR policies and procedures. Each provincial database meets the latest minimum legislative requirements for the jurisdiction. For each topic, an extensive commentary outlines why the policy is needed and the factors to consider when creating the policy.
Finance & Accounting PolicyPro®
Finance and Accounting model policies and commentaries are based on Canadian compliance and best practice and cross-referenced to COSO, essential for building robust internal controls and minimizing risk.
Information Technology PolicyPro®
The Information Technology database offers expert-prepared policies on systems and data management, security, disaster planning and much more. Policies are cross-referenced to CobiT to ensure your policies are complete and comprehensive.
Not-for-Profit PolicyPro®
The Not-for-Profit database covers the essential topics of Advocacy and Public Policy, Corporate Administration, Financial Management, Governance, Human Resources, Marketing and Membership. The policies are an essential tool for appropriate action and ethical decision making.
Accessibility Standards PolicyPro®
Accessibility Standards database is a unique collection of policies that provides a step-by-step approach to the AODA. It includes policies prepared by accessibility specialists on customer service, information and communications, employment, transportation, the built environment and the design of public spaces.
PolicyPro® Versions
| Choose the PolicyPro that meets your needs | PolicyPro | PolicyPro Plus |
|---|---|---|
Content and Updates | ||
| One policy database | ✔️ | – |
| Includes all our policy databases with over 1,000 sample policies and forms for HR, payroll, finance, IT and not-for-profits | – | ✔️ |
| Commentary by subject-matter experts outlines needs & considerations for each policy | ✔️ | ✔️ |
| Policy and form templates continuously updated for changes in compliance and best practice | ✔️ | ✔️ |
| Weekly newsletter, Inside Policies, informs you of revised & new policies and why they’re important | ✔️ | ✔️ |
PolicyPro Software | ||
| Create, update and archive your policies and procedures online | ✔️ | ✔️ |
| Number of policy and procedure manuals that you can build | 3 | 12 |
| Use/revise existing quizzes or create new ones to ensure employees read & understand each policy | ✔️ | ✔️ |
| Post policies and quizzes to employees’ online accounts | Up to 50 employees | 500 employees |
| Reports track successful completion of assigned policies | ✔️ | ✔️ |
| Employee bulletin board to share company memos and required postings | ✔️ | ✔️ |
| Communicate with staff using built-in email functionality | ✔️ | ✔️ |
| Secure and centralized document storage in Canada | ✔️ | ✔️ |
Support | ||
| On-boarding to help you get your policies and manuals online | ✔️ | ✔️ |
| In-context help and technical support | ✔️ | ✔️ |
| Ask the Editor your questions about content and suggest new policies | ✔️ | ✔️ |
$ 995 /year | $ 2,495 /year |
Start your free 30-day trial of PolicyPro®
No credit card, no obligation!
Start your trial and see how quick and easy it is to put in place the policies required by law and best practice.
